Apple Q2 2025 Business Deep Dive: Valuation and Growth

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This financial analysis report comprehensively reviews Apple Inc., examining its Q3 FY2025 earnings which exceeded expectations driven by robust iPhone and Services growth. It details Apple's hybrid hardware-software business model, highlighting the iPhone's dominance and the high-margin Services segment. The report further identifies short-term riskslike tariffs and long-term challenges such as market saturation and regulatory scrutiny. A breakdown of Apple's cost structure, management team, and major shareholders reveals operational efficiency and alignment with investor interests, particularly through its massive share buyback program. Finally, a Warren Buffett-style intrinsic value estimation and financial metric analysis concludes that while Apple is a "great company" by profitability and cash generation, its current valuation is high compared to historical value investing criteria.

Disclaimer: All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Like and Subscribe us on Apple, Spotify Podcasts or Youtube channel: Deep Value Investing! Don’t forget to take the book list of value investing from the episode description! 

📚 Value Investing Books Recommendation

Warren Buffett

The Snowball: Warren Buffett and the Business of Life

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Warren Buffett and the Interpretation of Financial Statements (by Marry Buffett)

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Charlie Munger

Poor Charlie’s Almanack

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Collector's Edition: https://amzn.to/3SRgsn7

Tao of Charlie Munger

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Hardcover: https://amzn.to/44eq8OR

Influence, New and Expanded: The Psychology of Persuasion

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Paperback: https://amzn.to/40gtwq7

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Howard Marks

The Most Important Thing (Uncommon Sense for the Thoughtful Investor)

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Mastering The Market Cycle: Getting the Odds on Your Side

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